Digital Experience

Click the links below to navigate to our various online portals

Clearwater Capital Portal

The Clearwater Capital Portal is the central hub for your entire digital experience. This is where you will access your investment account information, account aggregation, and your document vault. You will find a variety of reporting capabilities on both managed accounts and on household net worth.

Schwab Alliance Center

The Schwab Alliance Center is Schwab's Custodial website. Visit this page in order to elect paperless statements, view real time account balances, and to view tax documents. There are also various service requests you can make on this website, such as address changes or move money authorizations.

Clearwater Capital Mobile App

Launching in 2018, Clearwater Capital is proud to announce we will be rolling out our new mobile App. Available for iOS and Android, you can download this app to access all the same information as your desktop version of the Clearwater Capital portal.

LPL AccountView

For clients who have assets custodied at LPL Financial, utilize this login. The AccountView website will provide access to account balances, positions, and various statements.